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Cloud-based CRM system for shelters and affordable housing nonprofits

Let’s create more good stories together.

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Whatever your challenge is - we understand

We interviewed dozens of professionals in the nonprofit sector to gain a deeper understanding of the challenges they face in managing their operations.

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Multiple spreadsheets that become outdated with time

icon2 Disjointed systems for managing clients, staff, documents, programs and inventory..p

Disjointed systems for managing clients, staff, documents, programs and inventory

icon3 Access control to sensitive personal data of clients among nonprofit staff..png

Access control to sensitive personal data of clients among nonprofit staff

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Data and knowledge get lost when employees leave

icon5 Clients receive less personalized service because previous interactions aren't track

Clients receive less personalized service because previous interactions aren't tracked

Client intake and CRM software for shelters and housing nonprofits

Say goodbye to scattered systems and lost data. Effortlessly track all your clients, services, and activities in one place.

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Create a centralized system of record

Our platform is a secure home for all your nonprofit datasets. Manage clients, cases, programs, donations, outreach, volunteers, members, grants, and more – in one place.

Track specific client details

Easily record and maintain client information: contact and personal information, banking details, parents and guardians and so much more.

Plan next interactions with clients

Effortlessly plan routine check-ins and client follow-ups, like home or volunteer visits, and receive reminders for upcoming interactions.

Organize your client intake process

Collect accurate information and save time with online intake forms.

All-in-one system for shelters and transitional housing nonprofits

Optimize processes and reduce manual labour so you can use your time to help those who need it most... your clients.

Keep track of beds, rooms and homes

Effortlessly manage available accommodations ensuring each client finds comfort and support in their time of need.

Make sure no one forgets to sign or request the necessary documents

Intaking a new client shouldn't feel like reinventing the wheel every time. Our checklists help staff adhere to compliant intake processes, saving valuable time.

Secure sensitive client information

Set permissions to protect sensitive case details and use notes to easily share updates on a case.

Create beautiful reports for funders and the board

Track and report on key client and program metrics with ease to help inform decisions, and report back to donors, funders, and your board.

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Get Started with Powerful Nonprofit Case Management Software

See how you can take control of your programs, caseload and data with case management software designed to serve more and grow your impact. 

Ready to increase your impact?

Schedule a call with our team to learn how the right technology can grow your impact.

Book a personalized demo today

Discover for yourself the power of CivicTrack:​

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Unify Your Data and Actions

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Manage ALL Your Clients & Activities With Ease

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Create Efficiencies In Client Care & Service Delivery

Request a demo

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